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Question

Using a Custom Field for Employee from Document on Approval Maps


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We wanted to add a field under the Employee record so we could select it when using “Employee from Document” in Approval Maps. The default fields in Employee were not working with the mapping. After many weeks, we found the solution.

We created a custom field “Approver” and added it to the Employee record. 

 

The DAC:

[PXDBString(255)]
[PXUIField(DisplayName="Approver")]
[PXSelector(typeof(Users.username),SubstituteKey = typeof(Users.fullName))]

 

The Problem:

In the very deep backend SQL, Approvals for the “Employee” field when using “Employee from Document” is expecting a username value from Users.username. We were using bAccountID, defContactID, employeeID and every other ID in the system and nothing worked.

 

The Solution:

Now we can choose ((ClaimDetails.EmployeeID.UsrApprover)) and the Approvals work great

 

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